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<h1>Drill mode preferences</h1>
<p>Drilling is one of the most powerful data analysis functionalities in 
 any reporting environment. Drilling lets you explore data beyond the data 
 immediately visible on a report or document. You can drill through a report 
 or document to analyze data that is closely related to the original report 
 data, or you can expose an entirely different object on a report or document 
 to see what the data looks like within a different context.</p>
<p>For example, an analyst viewing a high-level summary of your organization’s 
 annual sales data may want to drill down into a more detailed view of 
 that data. They may want to drill down to see the details behind the sales 
 data for the month of January only, or they may want to drill to see details 
 on sales data from the Northeast region. Likewise, analysts who initially 
 view a detailed report may want to drill up to see a higher-level summary 
 of that data.</p>
<p>The Drill mode areas let you select default drill settings for your 
 reports. </p>
<p>Drilling on a report or document is only possible if the report’s designer 
 added a drill map to the report. You can set the following preferences 
 even if no reports in your project contain drill maps; but the preferences 
 will only take effect for reports that contain drill maps.</p>
<p>Select <span style="font-weight: bold;"><B>Preferences</B></span> at the top 
 of any page, and then click <span style="font-weight: bold;"><B>Drill mode</B></span>. 
 The options are described below:</p>
<ul type="disc" class="whs1">
	
<li class=p><p class="whs2">Common Drill Preferences</p></li>
	
<li style="list-style: square;" type=square class=p><p class="whs3">Enable 
 drilling options on metric values in grids<span style="font-weight: normal;">: 
 Enables users to drill on metric values -- the results, usually numeric, 
 found below a metric column heading or in the row of a metric.</span></p></li>
	
<li style="list-style: square;" type=square class=p><p class="whs4">Select 
 the <span style="font-weight: bold;"><B>Display context sensitive menu</B></span> 
 check box to enable the Enable drilling options on metric values setting 
 .</p></li>
	
<li style="list-style: square;" type=square class=p><p class="whs4"><span 
 style="font-weight: bold;"><B>Keep parent while drilling</B></span>: Determine 
 whether or not to display the original object on the new, drilled-to report 
 when you drill to a different level. </p></li>
	
<li style="list-style: square;" type=square class=p><p class="whs4"><span 
 style="font-weight: bold;"><B>Keep thresholds while drilling</B></span>: Determine 
 whether or not to display report thresholds on the new, drilled-to report 
 when you drill. This preference only takes effect if the original report 
 contains thresholds. </p></li>
	
<li style="list-style: square;" type=square class=p><p class="whs4"><span 
 style="font-weight: bold;"><B>Open drill results in a new window</B></span>: 
 Determine whether or not to display the drilled-to report in a new window. 
 This preference means you will continue to see the original, drilled-on 
 report as well as the new, drilled-to report.</p></li>
	<ul type="disc" class="whs1">
		
<li class=p><p class="whs5">Report 
 Services Drill Preferences</p></li>
		
<li style="list-style: square;" type=square class=p><p class="whs6"><span 
 style="font-weight: bold;"><B>Drill within behavior</B></span>: Determine whether 
 a new display of data is opened when you drill on a document.</p></li>
		
<li style="list-style: square;" type=square class=p><p class="whs6"><span 
 style="font-weight: bold;"><B>Automatic</B></span>: If the data you drill to 
 is part of the subset of data that the document was designed to contain, 
 then the results of your drilling can be automatically displayed within 
 the document itself. Otherwise, a new report is opened to display the 
 data you drilled to.</p></li>
		
<li style="list-style: square;" type=square class=p><p class="whs6"><span 
 style="font-weight: bold;"><B>Based on menu location</B></span>: If the data 
 you drill to is part of the wider set of data than the document was designed 
 to contain, then the results of your drilling will be displayed within 
 the document. Otherwise, a new report is opened to display the data you 
 drilled to.</p></li>
		
<li style="list-style: square;" type=square class=p><p class="whs6"><span 
 style="font-weight: bold;"><B>Always drill to a new report</B></span>: A new 
 report is always opened when you drill on a document. The new report shows 
 the data that you drilled to.</p></li>
	</ul>
</ul>
<p>From the drop-down list at the bottom of the page, apply your selections 
 to the current project or all projects you have access to that are stored 
 on the Intelligence Server and then click <span style="font-weight: bold;"><B>Apply</B></span>. 
 </p>
<p><span style="font-weight: bold;"><B>Warning</B></span></p>
<p>Clicking <span style="font-weight: bold;"><B>Load Default Values</B></span> 
 will reset all of your preferences settings.</p>
<p class="whs2">Related topic</p>
<ul>
<li class=p-TopicTextBulleted><p class=TopicTextBulleted>
<a href="Drilling.htm">About 
 drilling</a></p></li>
</ul>
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